Capital Advisors Inc’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $335K | Sell |
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|
2025
Q2 | $412K | Sell |
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|
2025
Q1 | $738K | Buy |
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|
2024
Q4 | $834K | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $5.93M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $280K | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $20.8M | Buy |
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|
2020
Q4 | $20.1M | Sell |
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|
2020
Q3 | $29.8M | Sell |
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|
2020
Q2 | $26.1M | Buy |
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